Addenda Capital Inc.
Contact: Janick Boudreau, Executive Vice-president, Business Development & Client Partnerships
Address: 800 Rene-Levesque Blvd. W., Ste. 2750, Montreal, QC H3B 1X9
Phone: 514-287-7373
Fax: 514-287-7200
Email: [email protected]
Website: www.addendacapital.com
Managed US Since: 1991
Passive Products: Provincial Long Term Bonds (Physical and Overlay), US Equity
Other Assets Managed: Bonds, Canadian Equity, International Equity, Global Equity, Commercial Mortgages, Absolute Return Bonds, LDI, Preferred Shares, Balanced & Customized Mandates
Canadian Clients: 57
Canadian Clients with US Assets: 2
US Assets Under Management For Canadian Pension Funds
Passive: $7.4M
GARP: $125.3M
Total US Assets: $132.7M
Total Pension Assets: $6,655.4M
Alliancebernstein L.P
Contact: Wendy Brodkin, Managing Director
Address: Brookfield Place, 200 Bay St., Ste. 1200, Toronto, ON M5J 2J2
Phone: 647-375-2803
Fax: 212-756-4405
Email: [email protected]
Website: www.abgobal.com/Institutional
Managed US Since: 1971
Passive Products: Multi-Sector Insurance, Passive Tax Harvesting, S&P North America Technology Sector, US Aggregate Bond Index, US BOND Index, US Index - DJ REITS, US Index - MSCI US IMI, US Index - RUSSELL 1000, US Index - Russell 1000 Growth, US Index - Russell 1000 Value Index, US Index Russell 3000 Index, US Index - S&P 500, US Mid Cap Index - S&P 400, US Small & Mid Cap Index, US Small Cap Index - Russell 2000, US Small Cap Index - S&P 600, US Structured Equity
Other Assets Managed: Global, Global ex-US, EAFE, Emerging Markets, Regional, Single Country Regional
Canadian Clients: 36
Canadian Clients with US Assets: 10
US Assets Under Management For Canadian Pension Funds
US Equities
Large Cap Value: $4.8M
Large Cap Growth: Available
Mid Cap Value: Available
Mid Cap Growth: Available
Small Cap Value: $144.8M
Small Cap Growth: Available
All Cap Value: Available
All Cap Growth: Available
Core: $351.1M
Passive: Available
US Bonds
Active: Available
Passive: Available
Other
Real Estate: $50.1M
Cash: Available
Short-term Securities: Available
Alternatives: $1,016.4M
Total US Assets: $1,567.1M
Total Pension Assets: $214,925M
BMO Global Asset Management
Contact: Samantha Cleyn, Managing Director & Head, Institutional Sales & Service
Address: 105 Saint-Jacques St. W., 8th Floor, Montreal, QC H2Y 1L6
Phone: 514-862-2653
Fax:
Email: [email protected]
Website: https://www.bmogam.com/ca-en/institutional/
Relationships: Pyrford International, Columbia Threadneedle EM Investments, Columbia Threadneedle
Managed US Since: 1984
Passive Products: A suite of over 100 Exchange Traded Funds
Other Assets Managed: Equities: Canadian, Emerging & Frontier Markets, EAFE, Asia Region, ESG, SDG Fixed Income: Canadian, US, Global (investment grade & high yield), Emerging Markets; Multi-Asset,
Canadian Clients: 17
Canadian Clients with US Assets: 9
US Assets Under Management For Canadian Pension Funds
US Equities
Large Cap Value: $936.38M
Large Cap Growth: Available
Mid Cap Value: Available
Mid Cap Growth: Available
Small Cap Value: Available
Small Cap Growth: Available
All Cap Value: Available
All Cap Growth: Available
Core: Available
Passive: Available
US Bonds
Active: Available
Passive: Available
Real Estate: Available
Cash: Available
Short-term Securities:
Total US Assets: $936.8M
Total Pension Assets: $9,166.38M
Barings
Contact: Michael Annis, Managing Director
Address: Toronto, ON
Phone: 416-721-3385
Fax:
Email: [email protected]
Website: www.barings.com
Managed US Since: 1940
Other Assets Managed: Global High Yield, Global Private Credit, Investment Grade Fixed Income, Emerging Markets, Equities, Real Estate, Alternatives, Multi Asset.
Canadian Clients: 10
Canadian Clients with US Assets: 5
US Assets Under Management For Canadian Pension Funds
US Equities
Large Cap Value: Available
Large Cap Growth: Available
Mid Cap Value: Available
Mid Cap Growth: Available
Small Cap Value: Available
Small Cap Growth: Available
All Cap Value: Available
All Cap Growth: Available
Core: Available
Passive: Available
US Bonds
Active: $157.6M
Passive: Available
Real Estate: $404.8M
Cash: Available
Short-term Securities: Available
US High Yield Bonds: $2.1M
US Private Loans: $1,094.8M
Real Estate Equity: $144.6M
Real Estate Debt: $303.9M
Multi Strat Fixed Income: $91.6M
Total US Assets: $1,636.9M
Total Pension Assets: $63,015.7
Bentallgreenoak
Contact: Yvonne Davidson, Principal, Capital Raising & Investor Relations
Address: 1 York St., Ste. 1100, Toronto, ON M5J 0B6
Phone: 416-681-3414
Fax:
Email: [email protected]
Website: bentallgreenoak.com
Managed US Since: 1972
Canadian Clients: 26
Canadian Clients with US Assets: 26
US Assets Under Management For Canadian Pension Funds
Real Estate: $8,874M
Total US Assets: $8,874M
Total Pension Assets: $82,591
Beutel, Goodman, & Company Ltd.
Contact: Craig Auwaerter, Senior Vice-president, Client Service & Business Development
Address: 2000-20 Eglinton Ave. W., Toronto, ON M4R 1K8
Phone: 416-932-6342 X342
Fax: (416) 485-1799
Email: [email protected]
Website: www.beutelgoodman.com/
Managed US Since: 1985
Other Assets Managed: Canadian Equity, International Equity, Global Equity, Canadian Fixed Income, US Fixed Income (Core Plus), Money Market, Dividend Focused, Balanced
Canadian Clients: 114
Canadian Clients with US Assets: 15
US Assets Under Management For Canadian Pension Funds
US Equities
Large Cap Value: $2,1.87M
Cash: $65M
Total US Assets: $2,187M
Total Pension Assets: $31,435M
Brandes Investment Partners
Contact: Tim Newburn, Director, Institutional Group
Address: 30 Toronto St., Ste 850, Toronto, ON M5C 2C5
Phone: 403-217-1331
Fax: 416-306-5750
Email: [email protected]
Website: www.brandes.com
Managed US Since: 1991
Other Assets Managed: Global Equity, Global SMid Cap Equity, Global Small Cap Equity, Global Opportunities (All Cap) Equity, Emerging Markets Equity, Emerging Markets Value Equity, Emerging Markets ex-China Equity, International Equity, International SMid Cap Equity, International Small Cap Equity, US Equity, US Mid Cap Equity, US Small Cap Equity, Japan Equity, Asia ex-Japan Equity, European Equity, Global Balanced, Core Plus Fixed Income, Corporate Focus Fixed Income, Enhanced Income
Canadian Clients: 7
US Assets Under Management For Canadian Pension Funds
US Equities
US Equity Strategy: $2,618M (includes $421M UMA assets & Canadian Client assets of $222M)
Total Pension Assets: $11,424M
Burgundy Asset Management Ltd.
Contact: Mike Sandrasagra, Vice-president, Head of Canadian Institutional Group
Address: 181 Bay St., Ste. 4510, Toronto, ON M5J 2T3
Phone: 416-869-8980
Fax: 416-869-1700
Email: [email protected]
Website: www.burgundyasset.com
Managed US Since: 1993
Other Assets Managed: Global Equities, EAFE Equities, European Equities, Asian Equities, Canadian Equities, Emerging Market Equities, High Yield, Fixed Income, Money Market
Canadian Clients: 48
Canadian Clients with US Assets: 22
US Assets Under Management For Canadian Pension Funds
US Equities
Large Cap Value: $147M
Mid Cap Value: Available
Small Cap Value: $1,386M
All Cap Value: Available
Other: $4,365M
Total US Assets: $1,533M
Total Pension Assets: $5,898M
CIBC Asset Management
Contact: Carlo DiLalla, Managing Director & Head, Institutional Asset Management
Address: 161 Bay St., Ste. 2230, Toronto, ON M5J 2S1
Phone: 416-980-2768
Fax:
Email: [email protected]
Website: www.cibcam-institutional.com
Relationships: American Century Investments
Managed US Since: 1988
Passive Products: S&P 500, Russell 3000 Value
Other Assets Managed: Money Market, Canadian Fixed Income, Liability Driven Investments (LDI), Private Debt, Canadian Equity, EAFE Equity, Currency Overlay, Asset Mix Overlay, Global Tactical Asset Allocation, Balanced, Multi-Asset Absolute Return Strategy, Asian Equities, Commodities, Global Equity Growth
Canadian Clients: 64
Canadian Clients with US Assets: 10
US Assets Under Management For Canadian Pension Funds
US Equities
Large Cap Value: $13.8M
Passive: $977.4M
Total US Assets: $991.2M
Total Pension Assets: $28,577.1M
Capital Group Canada
Contact: Kevin Martino, Vice-president, Institutional
Address: Brookfield Place, 181 Bay St., Ste. 3730, Toronto, ON M5J 2T3
Phone: 416-815-2128
Fax: 212-830-3288
Email: [email protected]
Website: www.capitalgroup.com/ca
Managed US Since: 1931
Other Assets Managed: Global Equity, Canadian Equity, International Equity, Emerging Markets, Multi-Asset, Fixed Income
Canadian Clients: 9
Canadian Clients with US Assets: 2
US Assets Under Management For Canadian Pension Funds
Core: $15M
Active: Available
Total US Assets: $15M
Total Pension Assets: $610
Clarion Partners, LLC
Contact: Hugh Macdonnell, Head of Client Capital Management
Address: 230 Park Ave., New York, NY 10169
Phone: 212-883-2500
Fax:
Email: [email protected]
Website: www.clarionpartners.com
Managed US Since: 1982
Canadian Clients: 14
Canadian Clients with US Assets: 11
US Assets Under Management For Canadian Pension Funds
Real Estate: $C4,247.1M
Total US Assets: $C4,247.1M
Total Pension Assets: $C4,247.1M
Federated Hermes, Inc.
Contact: David Gregoire, Vice-president
Address: 1001 Liberty Ave., Pittsburgh, PA 15222
Phone: 416-527-1150
Fax: 412-288-1093
Email: [email protected]
Website: www.federatedhermes.com
Managed US Since: 1955
Passive Products: Federated Hermes manages two enhanced index equity US mutual fund portfolios.
Other Assets Managed: Federated Hermes has honed its disciplined investment process to deliver style-consistent investment products, including 168 equity, fixed income, multi-asset, money market & alternative/private market portfolios, as well as a variety of separately managed accounts. It manages international, global & domestic products across approximately 60 asset class categories including Emerging Markets, EAFE, Private Equity, Trade Finance, ESG, Stable Value, Global & Domestic High Yield, Structured Strategies, etc.
Canadian Clients: 3 [1]
US Assets Under Management For Canadian Pension Funds
US Equities
Large Cap Value: Available
Large Cap Growth: Available
Mid Cap Value: Available
Mid Cap Growth: Available
Small Cap Value: Available
Small Cap Growth: Available
All Cap Value: Available
All Cap Growth: Available
Core: Available
Passive:
US Bonds
Active: Available
Real Estate: Available
Cash: Available
Short-term Securities: Available
Other: Federated Hermes manages approximately $1.87 billion on behalf of three Canadian Pension Plan clients. These clients have a total of seven accounts in alternative - real estate, alternative - private equity, global high yield and global equity ESG.
Total Pension Assets: $17,514.27M2
1 - Federated Hermes is committed to building the institutional business in Canada and have an on-the-ground sales professional dedicated to the Canadian market. In addition, we have sales and operational personnel in the Pittsburgh and London offices dedicated to the Canadian clients we service. Federated Hermes, Inc. represents a new brand in the global asset management marketplace, championing a smart and responsible approach to investing. Federated Hermes is a leading global investment manager that offers world-class active investment management and engagement services through it subsidiaries that target financial outperformance across a wide range of asset classes for investors around the world.
2 - The total pension fund assets under management are designated as defined benefit plans.
Fidelity Canada Institutional
Contact: Michael Barnett, Executive Vice-president, Institutional
Address: 483 Bay St., Toronto, ON M5G 2N7
Phone: 416-217-7773
Fax:
Email: [email protected]
Website: institutional.fidelity.ca
Relationships: Sub-advisory agreements FIAM LLC; Fidelity Investments Money Management, Inc; Fidelity Management & Research Company; Fidelity Management & Research (Hong Kong) Limited; Fidelity Management & Research (Japan) Limited; FMR Investment Management (UK) Limited; Fidelity International
Managed US Since: Over 35 years for Canadian clients
Passive Products: Several index strategies spanning across factors by region, fixed income, and thematic investing
Other Assets Managed: Canadian Equities, US Equities, EAFE Equities, Global Equities, International Eqquities, Emerging Markets Equities, Single Country/Regional Mandates, Canadian Fixed Income, US Fixed Income, Global Fixed Income, Emerging Market Fixed Income, Canadian Money Market, US Money Market, Canadian Balanced, Global Balanced, Real Estate, Market Neutral Mandates, Institutional/Retail Lifecycle, Liquid Alternatives, Distressed Debt, High Yield, Leveraged Loans, Inflation-Sensitive Bonds, Private Credit, Global Sovereigns, ETF, Cryptocurrency ETFs/ETF Funds, Sector Mandates, ESG
Canadian Clients: 75 (Direct Investment Only
Canadian Clients with US Assets: 9 (Direct Investment Only)
US Assets Under Management For Canadian Pension Funds
US Equities
Large Cap Value: $9.39M
Large Cap Growth: $230.2M
Mid Cap Value: Available
Mid Cap Growth: Available
Small Cap Value: Available
Small Cap Growth: Available
All Cap Value: Available
All Cap Growth: Available
Core: $602.15M
Passive: Available
US Bonds
Active: $1,506.17
Passive: Available
Real Estate: Available
Cash: Available
Short-term Securities: Available
US REIT: $14.28M
Total US Assets: $2,362.02M
Total Pension Assets: $32,030.9M
Fiera Capital Corporation
Contact: Krista McLeod, Senior Vice-president, Institutional Markets
Address: 1501 McGill College Ave., Montreal, QC H3A 3M8
Phone: 514-954-3300
Fax: 514-954-3325
Email: [email protected]
Website: www.fieracapital.com
Managed US Since: 2009
Other Assets Managed: EAFE, Global, Emerging Markets, Frontier, Canadian Equity, Canadian Fixed Income, US Fixed Income, Absolute Return Strategies, Infrastructure, Real Estate, Agriculture, Alternative Credit, Private Equity
Canadian Clients: 223
Canadian Clients with US Assets: 122
US Assets Under Management For Canadian Pension Funds
US Equities
Large Cap Growth: $6,843.65M
Total US Assets: $6,843.65M
Total Pension Assets: $27,987.73M
Foyston, Gordon & Payne Inc.
Contact: Kimberley Woolverton, Executive Vice-president, Head of Distribution
Address: 1 Adelaide St. E., Ste. 2600, Toronto, ON M5C 2V9
Phone: 416-848-1936
Fax: 416-367-1183
Email: [email protected]
Website: www.foyston.com
Managed US Since: 1981
Other Assets Managed: EAFE, Emerging Markets, Global Equities, Canadian Equities, Canadian Fixed Income, Canadian Preferred Shares, Canadian Mortgages
Canadian Clients: 23
Canadian Clients with US Assets: 9
US Assets Under Management For Canadian Pension Funds
All Cap Value: $292M [1]
Total US Assets: $292M
Total Pension Assets: $1,834M
1 - Includes US assets which are part of Global Balanced mandates
Franklin Templeton
Contact: Duane Green, CEO & Head of Institutional
Address: 200 King St. W., Ste. 1400, Toronto, ON M5H 3T4
Phone: 416-957-6165
Fax:
Email: [email protected]
Website: www.franklintempleton.ca
Managed US Since: 1947
Passive Products: Single Country, Regional & Sector Focused Passive ETFs; Canadian Equity, US Equity, Global Equity, International Equity Index & EM Equity Index ETFs
Other Assets Managed: Balanced & Customized Balanced mandates, Canadian Equities, Canadian Fixed Income, Emerging Markets Debt, Global Fixed Income, Global Equities, Listed & Private Global Real Estate, Listed & Private Infrastructure, Hedge Funds, International Equities, Target Date Portfolios, Private Debt, Private Equity, Local Asset Management, Actively Managed ETFs, Smart Beta ETFs, Passive ETFs
Canadian Clients: 101
Canadian Clients with US Assets: 6
US Assets Under Management For Canadian Pension Funds
US Equities
Large Cap Growth: $1,197M
US Bonds
Active: $80M
Total US Assets: $1,277M
Total Pension Assets: $14,684M
Guardian Capital Lp
Contact: Robin Lacey, Head of Institutional Asset Management
Address: 199 Bay St., Commerce Court W., Ste. 2700, Toronto, ON M5L 1E8
Phone: 416-947-4082
Fax: 416-364-9634
Email: [email protected]
Website: www.guardiancapital.com
Canadian Clients: 28
Canadian Clients with US Assets: 1
US Assets Under Management For Canadian Pension Funds
US Equities
Large Cap Growth: Available
All Cap Growth: $200,000
Total US Assets: $200,000
Total Pension Assets: $7,641.9M [1]
1 - Includes Pension assets managed by our subsidiaries Alta Capital Management and Agincourt Capital Management
HSBC Global Asset Management (Canada) Limited
Contact: Todd Graham, Vice-president Institutional Investments
Address: 3rd Floor - 16 York St., Toronto, ON M5J 0E6
Phone: 416-673-6909
Fax: 416-361-6345
Email: [email protected]
Website: www.assetmanagement.hsbc.com
Managed US Since: 1989
Other Assets Managed: EAFE, Emerging Markets, European, Asia Pacific, Chinese, Indian, BRIC, Canadian
Canadian Clients: 1
Canadian Clients with US Assets: 1
US Assets Under Management For Canadian Pension Funds
Core: $13.1M
US Bonds
Active: $1.5M
Total US Assets: $14.6M
Total Pension Assets: $80.3M
Hillsdale Investment Management Inc.
Contact: Harry Marmer, Executive Vice-president
Address: 1 First Canadian Place, Ste. 5900, 100 King St. W., Toronto, ON M5X 1E4
Phone: 416-913-3907
Fax: 416-913-3901
Email: [email protected]
Website: www.hillsdaleinv.com
Managed US Since: 1996
Other Assets Managed: Canadian, US, International & Global equities across a diverse set of objectives including high alpha, ESG, customized & smart beta strategies
Canadian Clients: 15
Canadian Clients with US Assets: 11
US Assets Under Management For Canadian Pension Funds
U.S. Equities
Core: $537M
Total U.S. Assets: $537M
Total Pension Assets: $2,084M
Lazard Asset Management LLC
Contact: Robert Harrison, Director
Address: 130 King St. W., Ste. 1800, Toronto, ON M5X 1E3
Phone: 416-945-6627
Fax: 212-830-3288
Email: [email protected]
Website: www.lazardassetmanagement.com
Managed US Since: 1983
Other Assets Managed: International (EAFE & ACW ex-US), Global, Emerging Markets, Single Country, Regional Mandates, Balanced, Global TAA, Alternatives
Canadian Clients: 16
Canadian Clients with US Assets: 1
US Assets Under Management For Canadian Pension Funds
US Equities
Mid Cap Value: Available
Small Cap Value: Available
All Cap Value: Available
Core: $602.6M
US Bonds
Active: Available
Short-term Securities: Available
Total US Assets: $602.6M
Total Pension Assets: $77,978.7
Lincluden Investment Management
Contact: Wayne Wilson, Vice-president
Address: 201 City Centre Dr., Ste. 201, Mississauga, ON L5B 2T4
Phone: 905-273-3018
Fax:
Email: [email protected]
Website: www.lincluden.com
Managed US Since: 1982
Other Assets Managed: All Capitalization in Canadian, US, EAFE, Global Equities; Canadian Bonds - Universe, Short Duration, Long Duration, Liability Matching, Real Return
US Assets Under Management For Canadian Pension Funds
US Treasuries included under US Bonds - Available
MFS Investment Management Canada Limited
Contact: Stephane Amara, Managing Director, Institutional Sales
Address: 77 King St. W., 35th Floor, Toronto, ON M5K 1B7
Phone: 416-361-2273
Fax: 416-361-2273
Email: [email protected]
Website: www.mfs.com
Managed US Since: 1924
Other Assets Managed: Balanced, Target Date, Target Risk, EAFE, Emerging Markets, Canadian & Global Fixed Income
Canadian Clients: 49
Canadian Clients with US Assets: 8
US Assets Under Management For Canadian Pension Funds
US Equities
Large Cap Value: Available
Large Cap Growth: $64.7M
Mid Cap Value: Available
Mid Cap Growth: Available
Small Cap Value: Available
Small Cap Growth: Available
All Cap Value:
All Cap Growth:
Core: $862M
US Bonds
Active: Available
Total US Assets: $926.7M
Total Pension Assets: $126,307.9M
1 - As of December 31, 2021
Manulife Investment Management
Contact: Jennifer Lundmark, Head of North American Distribution
Address: 200 Bloor St. E., Toronto, ON M4W 1E5
Phone: 416-926-3000
Fax:
Email: [email protected]
Website: www.manulifeim.com
Other Assets Managed: Asia, Canadian, EAFE, Emerging, European, Global, US Equities; Asia, Canadian, Emerging Market, Global, US Bonds; Asia, Canadian, US Money Markets; Agriculture; Balanced & Asset Allocation; Derivatives; Infrastructure; Liability Driven Investing; Mortgages; Private Equity; Private Placements; Real Estate; REITS; Timberlands.
Canadian Clients: 152
Canadian Clients with US Assets: 20
US Assets Under Management For Canadian Pension Funds
US Equities
Large Cap Value: Available
Large Cap Growth: Available
Mid Cap Value: Available
Mid Cap Growth: Available
Small Cap Value: Available
Small Cap Growth: Available
All Cap Value: Available
All Cap Growth: Available
Core: $1.07M
Passive: $185.46M
US Bonds
Active: Available
Passive: Available
Other
Real Estate: Available
Cash: Available
Short-term Securities: $17.34M
Total US Assets: $203.87M
Total Pension Assets: $96,964.54
Mawer Investment Management Ltd.
Contact: Neeraj Jain, Institutional Portfolio Manager
Address: 79 Wellington St. W., TD South Tower, Ste. 3410, Box 276, Toronto, ON M5K 1J5
Phone: 437-770-1331
Fax:
Email: [email protected]
Website: www.mawer.com
Managed US Since: 1992
Other Assets Managed: EAFE, Global Equity, Emerging Markets, Canadian Equity, Canadian Fixed Income, Balanced, and Global Balanced
Canadian Clients: 121
Canadian Clients with US Assets: 35
US Assets Under Management For Canadian Pension Funds
U.S. Equities
Core: $3,253.1M
Total U.S. Assets: $3,253.1M
Total Pension Assets: $20,856.6M
Montrusco Bolton Investments Inc.
Contact: Richard Guay, Senior Vice-president
Address: 1501 McGill College Ave., Ste. 1200, Montreal, QC H3A 3M8
Phone: 514-282-5465
Fax:
Email: [email protected]
Website: www.montruscobolton.com
Managed US Since: 1985
Other Assets Managed: Fixed Income, Canadian Equities, US Equities, EAFE Equities, Global Equities, Absolute Return Strategies
Canadian Clients: 88
Canadian Clients with US Assets: 2
US Assets Under Management For Canadian Pension Funds
Large Cap Growth: $5.1M
Total US Assets: $5.1M
Total Pension Assets: $3,616.7
PGIM Inc.
Contact: Dennis Peters, Vice-president, PGIM Marketing
Address: 655 Broad St., Newark, NJ 07102
Phone: 973-367-7173
Fax:
Email: [email protected]
Website: www.pgim.com
Managed US Since: 1875
Other Assets Managed: US & Global Multi-Sector & Single Sector Fixed Income (Corporates, High Yield Bonds, Bank Loans, Emerging Markets Debt, Structured Product), LDI, Long/Short Fixed Income.
Canadian Clients: 12
Canadian Clients with US Assets: 6
US Assets Under Management For Canadian Pension Funds
US Equities
Large Cap Value: Available
Large Cap Growth: Available
Mid Cap Value: Available
Mid Cap Growth: Available
Small Cap Value: Available
Small Cap Growth: Available
All Cap Value: Available
All Cap Growth: Available
Core: Available
Passive: Available
US Bonds
Active: $848.33M1
Passive: Available
Real Estate: $162.8M
Cash: Available
Short-term Securities: Available
Total US Assets: $1,011.1
Total Pension Assets: $514,254.9M
PH&N Institutional (RBC GAM Inc.)
Contact: John Skeans, Vice-president, Consultant Relations
Address: 200 Burrard St. - 20th Floor, Vancouver, BC V6C 3N5
Phone: 604-408-6000
Fax: 604-685-5712
Email: [email protected]
Website: institutional.phn.com/
Other Assets Managed: Fixed Income (Canadian, Core Plus, US, Global, EAFE, EM), High Yield, Mortgages, Equities (Canadian, US, Global, EAFE, EM), Derivative/Currency Overlays, Alternatives
Canadian Clients: 239
Canadian Clients with US Assets: 202
US Assets Under Management For Canadian Pension Funds
US Equities
Large Cap Value: $16.7M
Core: $1,641.7M
US Bonds
Active: $2,629.95M
Total US Assets: $4,1187.4M
Total Pension Assets: $80,506.9M
PIMCO Canada
Contact: Adrian Sequeira, Vice-president, Account Manager
Address: 199 Bay St., Ste. 2050, Toronto, ON M5L 1G2
Phone: 646-1803
Fax: 416-368-3576
Email: [email protected]
Website: www.pimco.ca
Relationships: Indirect subsidiary of PIMCO LLC
Managed US Since: 1971
Other Assets Managed: Global Bonds, Emerging Markets Bonds, High Yield Bonds, Investment Grade Corporate Bonds, Inflation-linked Bonds, Single Country/Regional Bonds, Absolute Return, Synthetic Real Estate, Synthetic Commodities, Tactical Asset Allocation, Tail Risk Hedging Strategies, Global Equity, etc
Canadian Clients: 67
Canadian Clients with US Assets: 27
US Assets Under Management For Canadian Pension Funds
US Bonds
Active: $3,545M
Alternatives: $5,825M
Total US Assets: $10,021M
Total Pension Assets: $17,792M
Russell Investments Canada
Contact: Tom Lappalainen, Director, Client Portfolio Management
Address: 200 Bay St., North Tower, Suite 1200, Toronto, ON, M5J 2J2
Phone: 866-737-2228
Fax: 416-362-4494
Email: [email protected]
Website: russellinvestments.com/ca
Relationships: Russell Investments Implementation Services, LLC; Brandywine Global Investment Managements, LLC; Jacobs Levy Equity Management Inc.; William Blair Investment Management, LLC ; J.P. Morgan Asset Management
Other Assets Managed: Canadian Fixed Income, Canadian Equity, Global Fixed Income, High Yield, Overseas Equity, Global Equity, Emerging Markets Equity, Money Market, Balanced Portfolios, Equity Portfolios
Canadian Clients with US Assets: 3
US Assets Under Management For Canadian Pension Funds
Total US Assets: $41M
State Street Global Advisors, Ltd.
Contact: Michael W. Brown, Canada Consultant Relations, Vice-president
Address: 30 Adelaide St. E., Ste. 1100, Toronto, ON M5C 3G6
Phone: 647-775-5778
Fax: 647-775-7264
Email: [email protected]
Website: www.ssga.com
Passive Products: We consider index equity investing both our heritage and the foundation of our investment management business. From our roots as an indexing pioneer to our capabilities in active, smart beta, and alternatives, our clients’ investing challenges have served as a catalyst for our innovation. In 1978, we launched our S&P 500 Flagship Fund, created the first international index fund in 1979, the first index emerging market strategies in 1991, and the first ETF in 1993. Today, index investing remains of great strategic importance to us and our clients, representing 70% of our AUM and a key area for growth. We will not rest on our laurels. The size of our index investment program allows us to devote significant analytical and operational resources to product development, process improvement, and infrastructure, all of which ultimately help us better meet our client demands. It also provides the potential for economies of scale and cost savings that we pass directly to our clients. Recognizing the many benefits our clients can realize through index equity management - attractive risk/return trade-offs, transparency, and cost efficiency - we have grown these capabilities to where we now manage more than CAD$4.19 trillion in index assets as of December 31, 2021 across numerous public and custom benchmarks, as well as a full range of product types. The acquisition of Charles River Development (CRD) in 2018 also gave our clients an efficient and seamless front-to-back solution. Our indexing business surely benefit, leverage CRD technology, and improve connectivity with other risk management systems. We have a well-resourced project management team, which tracks all open issues, risks, and change control requests. This team is complemented with strong and well-defined governance, which includes a clear communication and escalation path that includes key stakeholders, starting with portfolio managers and traders and ending with our CEO. In addition, we have regular oversight by the Program Risk Oversight group, which includes participation from Business Controls, Enterprise Risk, Compliance, and Audit. This oversight group does an independent risk assessment on the program, recommending actions to minimize or mitigate risk. Finally, the program is also accountable to GA Governance, including our GA Risk Committee, which is co-chaired by our Chief Risk Officer and CEO.
Other Assets Managed: Equity, Fixed Income, Cash & Currency, Multi-Asset, Alternatives
Canadian Clients: 84
Canadian Clients with US Assets: 40
US Assets Under Management For Canadian Pension Funds
US Equities
Large Cap Growth: $64.4M
Passive: $3,013.7M
US Bonds
Passive: $189.6M
Total US Assets: $3,267.7M
Total Pension Assets: $17,374M
Sun Life Global Investments
Contact: Anne Meloche, Head of Institutional Business
Address: 1 York St., Toronto, ON M5J 0B6
Phone: 514-347-6137
Fax:
Email: [email protected]
Website: www.slgiinstitutional.com
Relationships: MFS Investment Management - subsidiary
Managed US Since: 99 years
Passive Products: Canadian Equity, Canadian Bond, US Equity
Other Assets Managed: Canadian Equity, US Equity, International Equity, Global Equity, Emerging Markets Equity, Asian Equity, Canadian Money Market, Canadian Fixed Income,, Global Fixed Income US Fixed Income, Diversified Income, Asset Allocation, Canadian Balanced, Global Balanced, Real Asset (Infrastructure, Global REIT, Global Natural Resources), Sustainable Infrastructure
Canadian Clients: 6,220
Canadian Clients with US Assets: 1,
US Assets Under Management For Canadian Pension Funds
US Equities
Large Cap Value: $62M
Large Cap Growth: $256M
Core: $482M
Total US Assets: $800M
Total Pension Assets: $19,020M
T. Rowe Price
Contact: Craig Siddall, Vice-president
Address: 77 King St. W., Ste. 4240 TD North Tower, Toronto, ON M5K 1G8
Phone: 416-360-7135
Fax: 416-360-7775
Email: [email protected]
Website: www.troweprice.com
Managed US Since: 1937
Other Assets Managed: Global Equity, International Equity, US Equity, Emerging Markets Equity, Global Fixed Income
Canadian Clients: 22
Canadian Clients with US Assets: 8
US Assets Under Management For Canadian Pension Funds
US Equities
Large Cap Value: $509.7M
Large Cap Growth: $430.7M
Core: $502.7M
Total US Assets: $1,443M
Total Pension Assets: $959,011.4M
TD Asset Management Inc.
Contact: Mark Cestnik, Managing Director
Address: 161 Bay St., 34th Floor, TORONTO, ON M5J 2T2
Phone: 416-983-7088
Fax: 416-944-6158
Email: [email protected]
Website: www.tdaminstitutional.com
Managed US Since: 1994
Passive Products: TD Emerald Pooled U.S. Fund; TD Emerald U.S. Market Index Fund; TD Emerald Hedged U.S. Equity Pooled Fund Trust II;TD Emerald Hedged U.S. Market Index Pooled Fund Trust, TD U.S. Money Market Fund, TD U.S Risk Managed Equity Fund, TD U.D. Low Volatility Fund, TD North American Dividend Fund, TD North American Sustainability Equity Fund, TD U.S. Dividend Growth Fund, TD U.S Blue Chip Equity Fund, TD U.S Quantitative Equity Fund, TD U.S Equity Pool (Formerly TD U.S. Equity Portfolio), TD U.S. Monthly Income Fund, TD U.S. Monthly Income Fund - C$, EPOCH U.S. Shareholder Yield Fund, EPOCH U.S. Blue Chip Equity Fund, EPOCH U.S. Blue Chip Equity Currency neutral Fund, EPOCH U.S. Large-Cap Value Fund, TD Dow Jones Industrial Average Index Fund, TD U.S. Index Fund, TD U.S. Index Currency Neutral Fund, TD Nasdaq Index Fund, TD U.S. Risk Managed Equity Class, EPOCH U.S. Large-Cap Value Class
Other Assets Managed: Canadian & US Money Market; Canadian Bonds; High Yield Bonds; US Bonds, Global Bonds, Canadian Equities, International Equities – EAFE and China; Global Equities, Emerging Market Equities, and alternative investments such as Private Debt, Mortgages, Real Estate, and Infrastructure
Canadian Clients: 323
Canadian Clients with US Assets: 119
US Assets Under Management For Canadian Pension Funds
US Equities
Core: $578M
Passive: $11,402.4M
US Bonds
Active: $131.7M
Passive: 11,318.2
US Bonds
Active: 216.3M
Real Estate:
Other: $4,570M
Total US Assets: $11,750M
Total Pension Assets: $136,652.2M
Van Berkom Global Asset Management
Contact: Andy Kong, Senior Director, Institutional Market
Address: 1130 Sherbrooke St. W., Ste. 1005, Montreal, QC H3A 2M8
Phone: 514-985-0909
Fax: 514-985-2430
Email: [email protected]
Website: www.vbassociates.com/
Managed US For: 22 years
Other Assets Managed: Canadian Small Cap, Greater China, US Small Cap, US SMID, Global Small Cap
Canadian Clients: 17
Canadian Clients with US Assets: 8
US Assets Under Management For Canadian Pension Funds
US Equities
Small Cap Core: $1,327.8
SMID Core: $5.9M
Total Pension Assets: $1,333.7
Wellington Management Canada ULC [1]
Contact: Alan Matijas, Director, Client Group Canada
Address: Exchange Tower 130 King St. W.,18th Floor, Toronto, ON M5X 1E3
Phone: 416-847-1350
Fax:
Email: [email protected], [email protected]
Website: www.wellington.com/en/canada/
Managed US Since: 1928
Other Assets Managed: Wellington Management, an independent investment management firm, is a private partnership whose only business is investment management. We access the full array of the world’s capital markets to craft carefully targeted solutions for clients.
Canadian Clients: 38
Canadian Clients with US Assets: 5
US Assets Under Management For Canadian Pension Funds
US Equities
Large Cap Growth: $218.6M
Mid Cap Value: $587.3M
Core: $219.7M
Small/Mid Cap Value: $34.2
Total US Assets: $1,059.9M
Total Pension Assets: $159,428.4
1 - Responses refer to services and resources provided by the affiliates of Wellington Management Group LLP.
William Blair
Contact: Jason R. Stefanelli, Director, Head of Canada
Address: 125 High St., Ste. 1901, Boston, MA 02110
Phone: 617-784-5662
Fax:
Email: [email protected]
Website: www.williamblair.com
Managed US Since: 1935
Other Assets Managed: Global Equity, Emerging Markets Equity, China Growth, Emerging Markets Debt and U.S. Value
Canadian Clients: 24
Canadian Clients with US Assets: 4
US Assets Under Management For Canadian Pension Funds
US Equities
Small Cap Growth: $624M
All Cap Growth: $28.7M
Total US Assets: $652.7M
Total Pension Assets: $44,115.8M